SEC Extends Compliance Deadlines for Form N-PORT Amendments

The U.S. Securities and Exchange Commission (SEC) has announced a two-year extension to the compliance deadlines for amendments to Form N-PORT adopted in August 2024. These amendments require registered investment funds to report portfolio-related information to the SEC and the public more frequently.

Updated Compliance Timeline:

• Larger fund groups: Extended from November 17, 2025 to November 17, 2027

• Smaller fund groups: Extended from May 18, 2026 to May 18, 2028

The extension follows a Presidential Memorandum directing the SEC to re-evaluate the rule changes. It will allow time for a thorough review of the amendments and the potential introduction of further updates or revisions to Form N-PORT.

This move is intended to provide regulatory certainty and reduce immediate compliance pressures for investment fund managers, while maintaining the long-term goals of transparency and accountability in financial reporting.

At Ez-XBRL, we continue to closely monitor regulatory developments to help our clients remain proactive and prepared. Our financial reporting solutions are built to streamline compliance and reduce reporting complexity.

To find out more details please visit :https://www.sec.gov/